PowerPoint Presentation...MY AIA INVESTMENT PORTFOLIO MY PORTFOLIO SUMMARY 7.011,812.42 Total Value...

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You acknowledged that AIA International Limited (“AIA”) is the owner of the user guide. By using, copying or downloading this user guide, you are deemed to have acknowledged and accepted the terms and conditions*:

*Terms and condition: The user guide was designed and developed by AIA. You shall not amend, modify or vary any part or parts of this user guide without obtaining the prior

written consent from authorized staff of AIA. Under no circumstances shall AIA be liable to any user in relation to the user guide. You agree to indemnify and hold AIA and its

parent company, subsidiaries, affiliates, officers, agents, employees, partners and licensors harmless from any claim or demand made by any third party due to or arising out of

this user guide or any breach of these terms and conditions.

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* * Risk Profile

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AIA Connect “Account > Investment Portfolio > Overview”

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AIA Connect “Account > Investment Portfolio > Policy”

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Function Description

Switching Investment

Option(s)

It involves withdrawing all or part of the units in one particular

investment option and switching into another investment option

available in your ILAS policy.

Portfolio Switching All investment option(s) in your current investment portfolio will

be redeemed (if applicable) and reallocated according to your

newly selected portfolio allocation. For example, the

units redeemed from investment options A and B, will be

reallocated to investment options C and D according to your

instruction.

Future Allocation This means changing the targeted portfolio allocation of future

regular premium and/or regular top up investment only, leaving

the existing holdings of your investment portfolio unchanged.

Fund Price Alerts It allows customer to track the price movement of interested

investment option and to adjust the investment portfolio

according to own preference. Each policy may set up to 20 price

alerts.

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AIA Connect “Account > Investment Portfolio > View Investment Options Details ”

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AIA Connect “Account > Investment Portfolio > Switching Investment Option(s)”2

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AIA Connect “Account > Investment Portfolio > Switching Investment Option(s)”2

*If there is a mismatch of the risk level of selected investment option(s) under the switching or change of investment allocation instruction with customer current risk profile, relevant

investment option names are shown in the message box prompted for such risk mismatch. After understanding any associated risks with such selection, if the customer still desires to

proceed with such switching or allocation request, customer is required to make the declaration prescribed in the request form to confirm that it is his/her informed decision.

(shown when the link for “unavailable

investment option(s)” is pressed) (shown in case of risk level mismatch*)

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Applicable to switching existing investment options/portfolio or future allocation

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AIA Connect “Account > Investment Portfolio > Switching Investment Option(s)”2

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AIA Connect “Account > Investment Portfolio > Fund Selector

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AIA Connect “Account > Investment Portfolio > Portfolio Switching – Reference Portfolio3

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Reference Portfolio

AIA Connect “Account > Investment Portfolio > Portfolio Switching – Reference Portfolio3

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AIA Connect “Account > Investment Portfolio > Portfolio Switching3

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AIA Connect “Account > Investment Portfolio > ”3

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AIA Connect “Account > Investment Portfolio > Future Allocation – Reference Portfolio4

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Reference Portfolio

AIA Connect “Account > Investment Portfolio > Future Allocation – Reference Portfolio4

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AIA Connect “Account > Investment Portfolio > Future Allocation4

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AIA Connect “Account > Investment Portfolio > Future Allocation4

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AIA Connect “Account > Investment Portfolio > Fund Price Alerts5

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AIA Connect “Account > Investment Portfolio ”

Policy No.：XXXXXXXXXXYour Change of Allocation request is

under processing

* These notification is sent only if the transaction is not

processed instantly.

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AIA Connect “Account > Risk Profile Questionnaire”